OVL vs VUG

AOVL

BVUG

Measures won5–1OVL wins · of 6 · 5Y

$10,000 · 5Y$17,030OVL · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income9.80%OVL · $980 on $10k

Smallest drop−8.7%OVL · worst fall in 1Y

Held in common0.0%OVL and VUG

OVL

VUG

Overlay Shares Large Cap Equity ETF · $529MVanguard Morningstar Growth ETF · $233B

+23.8%3 years · per year$18,960 · $18,415+22.6%

+11.2%5 years · per year$17,030 · $16,124+10.0%

0.79%Expense ratio$79 · $3 on $10k · lower wins0.03%

9.80%12-mo yield$980 · $42 on $10k0.42%

−8.7%Worst dropSmaller wins−15.1%

16.1%VolatilityLower wins19.0%

5–1OVL wins

$10,000 · 5 yearsOne scale

Shared top holdingsOVL · VUG

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AOVL	Overlay Shares Large Cap Equity ETFRead Desk		0.79%	9.80%	+0.2%	+9.1%	+10.7%	+23.8%	+11.2%	−8.7%	$529M
2	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AOVL	Overlay Shares Large Cap Equity ETFRead Desk		0.79%	9.80%	+0.2%	+9.1%	+10.7%	+23.8%	+11.2%	−8.7%	$529M
2	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

OVL vs VUG

OVL

Overlay Shares Large Cap Equity

$17,030

VUG

Vanguard Morningstar Growth

$16,124

MeasureOVLVUG

Fee0.79%0.03%

Cost on $10k a year$79$3

Yield9.80%0.42%

5 years, per year+11.2%+10.0%

3 years, per year+23.8%+22.6%

Worst drop · 1Y−8.7%−15.1%

Volatility · 1Y16.1%19.0%

5–1measures won
OVL first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: OVL, VUG

Today

0.0%most shared, OVL and VUG

OVLVUG

OVL—0.0%

VUG0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$901most kept, OVL

OVL$980 − $79 = $901

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee